Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q1 2023
Institutional positions in Intuitive Surgical Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,415
- +5 vs. Q4 2022
- Shares held
- 292.7M
- −505.7K (−0.2%) vs. Q4 2022
- Total value
- $74.7B
- −$3.00B (−3.9%) vs. Q4 2022
- New holders
- 114
- 526 more added
- Sold out
- 109
- 521 more reduced
29 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 6,807 | $1.74M | 0.02% | −126−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,844 | $1.75M | 0.12% | +656+10.6% | Added |
| Independent Financial Group, LLC | 6,906 | $1.76M | 0.14% | +49+0.7% | Added |
| Scott & Selber, Inc. | 6,942 | $1.77M | 0.75% | +15+0.2% | Added |
| Girard Partners Ltd. | 6,956 | $1.78M | 0.20% | +439+6.7% | Added |
| National Asset Management, Inc. | 6,969 | $1.78M | 0.05% | −976−12.3% | Reduced |
| Baldwin Investment Management, LLC | 6,995 | $1.79M | 0.32% | −1,160−14.2% | Reduced |
| PFS Investments Inc. | 7,003 | $1.80M | 0.03% | +4,509+180.8% | Added |
| Derbend Asset Management | 7,044 | $1.80M | 1.35% | −174−2.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,054 | $1.80M | 0.65% | −109−1.5% | Reduced |
| Panagora Asset Management Inc | 7,094 | $1.81M | 0.01% | −2,031−22.3% | Reduced |
| Legato Capital Management LLC | 7,098 | $1.81M | 0.33% | 00.0% | Unchanged |
| Morgens Waterfall Vintiadis & Co Inc | 7,200 | $1.84M | 1.51% | +7,200 | New |
| Intrust Bank NA | 7,256 | $1.85M | 0.24% | −290−3.8% | Reduced |
| Oppenheimer & Co Inc | 7,291 | $1.86M | 0.04% | +110+1.5% | Added |
| PFG Advisors | 7,297 | $1.86M | 0.16% | +70+1.0% | Added |
| Americana Partners, LLC | 7,324 | $1.87M | 0.30% | +42+0.6% | Added |
| Nilsine Partners, LLC | 7,336 | $1.87M | 0.29% | +7,336 | New |
| Canal Capital Management, LLC | 7,375 | $1.88M | 0.42% | −2,001−21.3% | Reduced |
| Coldstream Capital Management Inc | 7,400 | $1.89M | 0.06% | +65+0.9% | Added |
| Beacon Pointe Advisors, LLC | 7,490 | $1.91M | 0.03% | −656−8.1% | Reduced |
| Old National Bancorp | 7,490 | $1.91M | 0.06% | −372−4.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 7,519 | $1.92M | 0.17% | −275−3.5% | Reduced |
| Kornitzer Capital Management Inc | 7,522 | $1.92M | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,529 | $1.92M | 0.92% | +603+8.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,600 | $1.94M | 2.00% | +1,500+24.6% | Added |
| Wendell David Associates Inc | 7,800 | $1.99M | 0.24% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,834 | $2.00M | 0.12% | −278−3.4% | Reduced |
| RDA Financial Network | 7,933 | $2.03M | 0.92% | +307+4.0% | Added |
| Herold Advisors, Inc. | 7,950 | $2.03M | 0.70% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 8,000 | $2.04M | 0.87% | +7,000+700.0% | Added |
| Alberta Investment Management Corp | 8,100 | $2.07M | 0.02% | +8,100 | New |
| Whittier Trust Co of Nevada Inc | 8,228 | $2.10M | 0.08% | +30+0.4% | Added |
| Rockingstone Advisors LLC | 8,368 | $2.14M | 1.30% | +434+5.5% | Added |
| Linden Thomas Advisory Services, LLC | 8,420 | $2.15M | 0.53% | −1,021−10.8% | Reduced |
| Vestcor Inc | 8,437 | $2.15M | 0.08% | −34−0.4% | Reduced |
| Cohen Klingenstein LLC | 8,460 | $2.16M | 0.10% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 8,563 | $2.19M | 0.30% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,567 | $2.19M | 0.04% | −354−4.0% | Reduced |
| Moody National Bank Trust Division | 8,567 | $2.19M | 0.19% | −76−0.9% | Reduced |
| Stephens Inc | 8,585 | $2.19M | 0.04% | −275−3.1% | Reduced |
| Compagnie Lombard Odier SCmA | 8,720 | $2.23M | 0.06% | −138−1.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 8,747 | $2.23M | 0.60% | +157+1.8% | Added |
| Oak Asset Management, LLC | 8,765 | $2.24M | 0.97% | −50−0.6% | Reduced |
| First Foundation Advisors | 8,825 | $2.25M | 0.10% | −94−1.1% | Reduced |
| Independent Advisor Alliance | 8,933 | $2.28M | 0.11% | +8,933 | New |
| Jaffetilchin Investment Partners, LLC | 8,939 | $2.28M | 0.26% | −106−1.2% | Reduced |
| Brighton Jones LLC | 8,945 | $2.29M | 0.13% | +5,197+138.7% | Added |
| First Bank & Trust | 8,986 | $2.30M | 0.61% | −1,588−15.0% | Reduced |
| VGI Partners Ltd | 9,000 | $2.30M | 0.45% | +9,000 | New |
| Highlander Capital Management, LLC | 9,075 | $2.32M | 1.13% | 00.0% | Unchanged |
| Whittier Trust Co | 9,095 | $2.32M | 0.04% | −6−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 9,195 | $2.35M | 0.03% | −774−7.8% | Reduced |
| Veritable, L.P. | 9,198 | $2.35M | 0.04% | −53−0.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,219 | $2.36M | 1.82% | −205−2.2% | Reduced |
| Pinebridge Investments, L.P. | 9,227 | $2.36M | 0.03% | +8,317+914.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,326 | $2.38M | 0.03% | +121+1.3% | Added |
| Gotham Asset Management, LLC | 9,369 | $2.39M | 0.06% | −3,963−29.7% | Reduced |
| Family Capital Trust Co | 9,380 | $2.40M | 0.93% | −2,500−21.0% | Reduced |
| Simplify Asset Management Inc. | 9,465 | $2.42M | 0.43% | +1,568+19.9% | Added |
| Nwam LLC | 9,525 | $2.43M | 0.25% | −11,943−55.6% | Reduced |
| Veriti Management LLC | 9,561 | $2.44M | 0.29% | −86−0.9% | Reduced |
| Harbert Fund Advisors, Inc. | 9,750 | $2.49M | 1.78% | +9,750 | New |
| Rhenman & Partners Asset Management AB | 10,000 | $2.51M | 0.28% | +5,000+100.0% | Added |
| Knights of Columbus Asset Advisors LLC | 9,884 | $2.53M | 0.25% | +3,112+46.0% | Added |
| Buckingham Strategic Wealth, LLC | 9,518 | $2.53M | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,906 | $2.53M | 0.24% | +528+5.6% | Added |
| Roundview Capital LLC | 9,935 | $2.54M | 0.27% | +464+4.9% | Added |
| Sandy Spring Bank | 9,967 | $2.55M | 0.14% | −239−2.3% | Reduced |
| Aptus Capital Advisors, LLC | 10,025 | $2.56M | 0.07% | +7,482+294.2% | Added |
| RiverPark Advisors, LLC | 10,111 | $2.58M | 1.73% | −1,013−9.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 10,139 | $2.59M | 0.02% | −27,522−73.1% | Reduced |
| Welch & Forbes LLC | 10,340 | $2.64M | 0.04% | −291−2.7% | Reduced |
| NewEdge Wealth, LLC | 10,343 | $2.64M | 0.10% | +567+5.8% | Added |
| Trexquant Investment LP | 10,558 | $2.70M | 0.07% | −7,964−43.0% | Reduced |
| HM Payson & Co | 10,619 | $2.71M | 0.07% | −388−3.5% | Reduced |
| Sumitomo Life Insurance Co | 10,634 | $2.72M | 0.23% | −64−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 10,760 | $2.75M | 0.39% | +323+3.1% | Added |
| Penserra Capital Management LLC | 10,765 | $2.75M | 0.06% | +10,745+53,725.0% | Added |
| Tru Independence Asset Management 2, LLC | 10,843 | $2.77M | 2.78% | +10,843 | New |
| Azzad Asset Management Inc | 10,875 | $2.78M | 0.40% | +933+9.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,015 | $2.81M | 0.07% | −62−0.6% | Reduced |
| Wedbush Securities Inc | 11,055 | $2.82M | 0.14% | −785−6.6% | Reduced |
| WD Rutherford LLC | 11,060 | $2.83M | 1.99% | 00.0% | Unchanged |
| Legacy Trust | 11,312 | $2.89M | 0.86% | +11,312 | New |
| Marks Group Wealth Management, Inc | 11,329 | $2.89M | 0.37% | +109+1.0% | Added |
| D.A. Davidson & Co. | 11,362 | $2.90M | 0.03% | +140+1.2% | Added |
| AMF Pensionsforsakring AB | 11,670 | $2.98M | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 11,749 | $3.00M | 0.26% | +2,088+21.6% | Added |
| Petredis Investment Advisors LLC | 11,773 | $3.01M | 0.47% | +125+1.1% | Added |
| Private Advisor Group, LLC | 11,777 | $3.01M | 0.03% | +26+0.2% | Added |
| Aquatic Capital Management LLC | 11,800 | $3.02M | 0.19% | +9,100+337.0% | Added |
| Vinva Investment Management Ltd | 12,002 | $3.02M | 0.25% | +12,002 | New |
| Natixis Investment Managers International | 11,826 | $3.02M | 0.23% | −1,164−9.0% | Reduced |
| Illinois Municipal Retirement Fund | 11,912 | $3.04M | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 12,012 | $3.07M | 0.02% | +2,298+23.7% | Added |
| O'Shaughnessy Asset Management, LLC | 12,060 | $3.08M | 0.05% | −2,024−14.4% | Reduced |
| Bahl & Gaynor Inc | 12,131 | $3.10M | 0.02% | +67+0.6% | Added |
| Hantz Financial Services, Inc. | 12,217 | $3.12M | 0.09% | +456+3.9% | Added |
| Elite Wealth Management, Inc. | 12,243 | $3.13M | 1.37% | −256−2.0% | Reduced |